Fred Kaplan Email & Phone Number
Certified Mergers and Acquisitions Professional (CM and AP), Certified Exit Planning Advisor (CEPA) @ Stony Hill Advisors
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Fred Kaplan Location
- Ambler, PA, US
Fred Kaplan Work
- 2020 - now Certified Mergers and Acquisitions Professional (CM and AP), Certified Exit Planning Advisor (CEPA) @
- 2025 - now Member Board of Directors @
- 2013 - 2020 Director @
- 2010 - 2013 President @
- 2012 - 2012 Adjunct Faculty @
- 1995 - 2012 President (2010-2012) and various positions @
- 1995 - 2012 Past President @ Institute of Management Consultants - Philadelphia chapter
- 2009 - 2010 Director @ Aspire Business Consulting, Inc.
- 2004 - 2009 Director of Consulting @
- 2002 - 2004 Chief Financial Officer @ World Imports, Ltd.
- 1995 - 2002 Manager, Management Consulting @
Fred Kaplan Education
- Cornell University
BA (Economics)
- Drexel University's LeBow College of Business
Fred Kaplan Skills
- Succession Planning
- Exit Strategies
- Exit Management
- Economics
- International Relations
- Divestitures
- External Relations
- Due Diligence
- Acquisitions
- Mergers & Acquisitions (M&A)
- Selling Businesses
- Business Process Improvement
- Food & Beverage
- Account Management
- Business Development
- Sales
- Strategy
- Sales Management
- International Trade
- Business Strategy
- Project Management
- Marketing
- Sales Operations
- Customer Relationship Management (CRM)
- Key Account Development
- Import Export
- Market Analysis
- Strategic Planning
- Sales Process
- New Business Development
- Negotiation
- Business Relationship Management
- Leadership
- Coaching
- Problem Solving
- Strategic Leadership
- Strategic Thinking
- Client Relations
- Management
- Customer Service
- Strategic Partnerships
- Relationship Building
- Fundraising
- Public Speaking
- Hospitality Industry
- Association Memberships
- Non-profit Leadership
- Team Development
- Client Presentation
- Strategic Prospecting
- Networking
- International Markets
- Strategic Initiatives
- Asset Based Lending
- Customer Relationship Management Crm
- Plumbing Services
- Consulting
- Banking
- Factoring
- Accounting
- Cash Flow
- Human Resources
- Corporate Finance
- Executive Management
- Start Ups
- Financial Modeling
- Forecasting
- Managerial Finance
- Profit Improvement
- Plumbing Specialist
- Finance
- Process Improvement
- Team Leadership
- Financial Services
- Management Consulting
- Business Planning
- Strategic Financial Planning
- Microsoft Office
- Budgeting
- Entrepreneurship
- Working Capital
- Program Management
- Profit Maximization
- Risk Management
- Business Process
- Credit
- Internal Controls
- Microsoft Excel
- Financial Analysis
- Plumbing
- Acquisition Integration
- Budgets
- Private Equity
- Credit Analysis
- Strategic Financial
- Funding
- Mergers and Acquisitions
- Loans
- Working Capital Management
- CRM
- Analysis
- Food and Beverage
- Real Estate
- Training
- Marketing Strategy
Fred Kaplan Summary
- Fred Kaplan, based in Ambler, PA, US, is currently a Certified Mergers and Acquisitions Professional (CM and AP), Certified Exit Planning Advisor (CEPA) at Stony Hill Advisors. Fred Kaplan brings experience from previous roles at NJ Food Processors Association - NJFPA, Mazars USA LLP, Kaplan Financial Consulting Group, LLC and Keller Graduate School of Management. Fred Kaplan holds a BA in Economics @ Cornell University. With a robust skill set that includes Succession Planning, Exit Strategies, Exit Management, Economics, International Relations and more. Fred Kaplan has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Stony Hill Advisors Employees
Paul Visokey
President and Founder
Stamford, CT, US
Dave Dickens
Chief Operating Officer
Raleigh, NC, US
Ronald White
Partner
Morrisville, PA, US
Emil Vasko
Mergers and Acquisitions Intern
Malvern, PA, US
Christos Antoniou
Incoming Associate Consultant
Chapel Hill, NC, US
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